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AutoZone

594 hedge funds and large institutions have $16.4B invested in AutoZone in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 192 increasing their positions, 218 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $698M | Put options by funds: $588M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 580594 (+14)

1.34% more ownership

Funds ownership: 91.66%93.01% (+1.3%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$412M)

12% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 218

Holders
594
Holders Change
+14
Holders Change %
+2.41%
% of All Funds
13.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
68
Increased
192
Reduced
218
Closed
52
Calls
$698M
Puts
$588M
Net Calls
+$110M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
626
Sciencast Management
New Jersey
-$233K -385 Closed
VWM
627
Venturi Wealth Management
Texas
-$227K -350 Closed
FIM
628
Freedom Investment Management
Connecticut
-$221K -341 Closed
PSUF
629
People's United Financial
Connecticut
-$212K -326 Closed
CIP
630
Convergence Investment Partners
Florida
-$45K -69 Closed
HFP
631
Holistic Financial Partners
Indiana
-$36K -55 Closed
MCWS
632
McKinley Carter Wealth Services
West Virginia
-$23K -35 Closed
FA
633
Fortis Advisors
Pennsylvania
-$19K -29 Closed
APP
634
Avantax Planning Partners
Iowa
-$18K -28 Closed
IWM
635
IHT Wealth Management
Illinois
-$17K -27 Closed
WB
636
Webster Bank
Connecticut
-$16K -25 Closed
ACS
637
Archford Capital Strategies
Illinois
-$15K -21 Closed
IIC
638
Integrated Investment Consultants
Michigan
-$12K -18 Closed
AWMS
639
Advocacy Wealth Management Services
Georgia
-$8K -12 Closed
JFGIW
640
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$6K -10 Closed
AWA
641
Acorn Wealth Advisors
Michigan
-$5K -8 Closed
PMFA
642
Plante Moran Financial Advisors
Michigan
-$5K -8 Closed
FCAG
643
First Capital Advisors Group
New Jersey
-$4K -6 Closed
WIM
644
Westside Investment Management
California
-$2.45K -4 Closed
WOC
645
West Oak Capital
California
-$1.3K -2 Closed
GI
646
Gradient Investments
Minnesota
-$1K -1 Closed

AZO Hedge Fund Activity: Q2 2018 in Review

594 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q2 2018, worth a combined $16.4B — up 2.6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AZO positions and 52 closed out — a net gain of 16 holders — while 192 added to existing stakes and 218 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $155M. The largest seller was Vulcan Value Partners, cutting an estimated $241M.

  • 594 institutional investors held AutoZone (AZO) as of Q2 2018, up from 580 in Q1 2018.
  • Funds reported $16.4B of AutoZone stock for Q2 2018, up 2.6% quarter-over-quarter.
  • 68 funds opened new AutoZone positions in Q2 2018 and 52 closed out, a net change of +16 holders.
  • The largest AutoZone buyer in Q2 2018 was AllianceBernstein, an estimated $155M added.
  • The largest AutoZone seller in Q2 2018 was Vulcan Value Partners, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2018.